Shows
Simplifying the ComplicatedEnd-of-Life Planning with Death Doula Nicole SoaresSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 12In this episode of the Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Nicole Soares, an end-of-life educator, planner, death doula, financial expert, and after-death care specialist in Southern California to facilitate empowered, meaningful, and ecologically responsible deaths. She is a compassionate guide and dedicated advocate for planning, informed value-based choice, holistic therapies, and green burial and water cremation options. With 34 years of experience in financial services solving tough fraud and credit challenges, Nicole is uniquely equipped to help others not only with their emotional...
2025-06-0441 min
Simplifying the ComplicatedManaging Estate Sales with Care & Respect with Lane CoursenSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 11In this episode of Simplifying the Complicated, Lori Bolander speaks with Lane Coursen, owner of Momento Estates.Tune in to the episode to hear about: * The various services Lane’s company offers, including handling high-value estate sales, assisting families with realistic valuations, organizing unsold items for donation, and managing moves for living clients, all without charging upfront fees * The importance of working with licensed and insured estate sale professionals, ensuring clients' properties and items are protected, and emphasizing how Memento Estates ta...
2025-04-3032 min
Simplifying the ComplicatedTackling Tenant-Landlord Issues in Trusts & Estates with Lawrence Andrew Mudgett IIISimplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 10In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speaks with Lawrence Andrew Mudgett III, Esq., a San Diego County based attorney with over 15 years of legal experience focusing on Landlord Tenant law, Bankruptcy law, and Real Estate Litigation. Tune in to the episode to hear about: * Landlord-tenant issues in the context of trusts and estates * Lawrence’s extensive experience in landlord-tenant law, explaining essential steps such as serving a notice of change in management when a property's ow...
2025-03-2441 min
Simplifying the ComplicatedSimplifying Special Needs Trusts with attorney Carly MaganucoSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 9In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with colleague and attorney Carly Maganuco.Tune in to the episode to hear about: * Why special needs trusts are essential for preserving the eligibility of individuals with disabilities for public benefits such as Medi-Cal and SSI, requiring meticulous planning and specific language to ensure compliance with federal and state regulations * The differences between first-party and third-party special needs trusts, with third-party trusts being funded by someone other than...
2025-02-2837 min
Simplifying the ComplicatedWhy You Need An Estate Plan & How to Get StartedSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 8
In this episode of Simplifying the Complicated, Lori Bolander & Lauren Gallagher discuss why you need an estate plan and how to get started.
Tune in to the episode to hear about:
* Role of Executors: Insights into the responsibilities of executors and administrators in the probate process
* Understanding Probate: Explanation of probate, why people seek to avoid it, and the court processes involved
* Avoiding Probate: Benefits of establishing a trust to bypass the probate process and ensure smoother, faster, and mor...
2025-01-1438 min
Simplifying the ComplicatedUnderstanding Trust & Estate Taxes with Daryl Golemb & Katherine YoungerSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 07
In this episode of Simplifying the Complicated, Lori Bolander speaks with Daryl Golemb, CPA, and Katherine Younger, Project Manager at Golemb Accountancy Corporation. Golemb Accountancy specializes in trust and estate taxation, helping clients navigate complex tax returns, accountings, and estate tax filings. With over 20 years of experience, Daryl and Katherine bring a wealth of knowledge to trustees and estate administrators, simplifying the intricate world of estate planning and taxes.
Tune in to the episode to hear about:
* Key tax responsibilities for trustees and e...
2024-12-3058 min
Simplifying the ComplicatedTransforming Investments with Adam NishikawaSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 6
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Adam Nishikawa, Vice President at Asset Exchange Co., a qualified intermediary specializing in 1031 exchanges.
Tune in to the episode to hear about:
* An Overview of the 1031 exchange and Adam’s program offers* The primary advantage of a 1031 exchange and all its benefits* The limitations of a 1031 exchange, noting that property flips don’t qualify and debt-averse investors may not maximize returns* Time Constraints and Costs of a 1031 exchange — the 45-day id...
2024-12-1830 minSimplifying the ComplicatedDecoding Real Estate Complexities with Annie LopiccoloSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 5
In this episode of "Simplifying the Complicated," hosts Lori Bolander and Lauren Gallagher discuss the intricate aspects of real estate with guest Annie Lopiccolo. Annie brings her extensive experience in real estate to shed light on the current market dynamics, the impact of interest rates, and essential tips for both buyers and sellers.
Tune in to learn about:
*Navigating real estate investments in fluctuating markets*The importance of timing and financial readiness in property purchasing*Strategic insights on property management and avoiding common...
2024-11-2939 minSimplifying the ComplicatedCompassionate & Comprehensive Elder Care Management with Jessica StrickSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 04
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Jessica Strick, owner of Compass Care Services. Jessica is an experienced geriatric and hospice nurse who helps senior citizens and their families identify solutions for aging at home or assists them in finding their ideal long-term senior living community. Compass Care Services provides comprehensive care management, offering support for families in crisis and helping them make informed decisions about long-term care.
Tune in to the episode to hear about:
* T...
2024-10-2937 minSimplifying the ComplicatedAppointing People to Handle Your Affairs with Professional Fiduciary, Stacy Baxter
Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 3
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Stacy Baxter, an independent private professional fiduciary and owner of Baxter Fiduciary, based in San Diego, California.
Tune in to the episode to hear about:
* Role of a Professional Fiduciary: Stacy outlined that fiduciaries in California manage trusts and estates, requiring licensure, education, and ongoing training.
* Special Needs Trusts: Stacy emphasized the importance of special needs trusts in protecting benefits for disabled individuals without jeopardizing th...
2024-10-1546 minSimplifying the ComplicatedEstate Planning & Trust Litigation with Eddie BroitmanSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 2
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher talk with Eddie Broitman, from the Law Office of Edward Broitman. Eddie specializes in estate planning and trust litigation. With extensive experience since 2007, Eddie handles contested probate matters and estate administration.
Tune in to the episode to hear about:
* Common Litigation Issues: Eddie Broitman mentions the most frequent issues in trust and estate litigation which are undue influence and accounting disputes.
* Strategies to Avoid Litigation: Eddie emphasizes that clear...
2024-10-0442 minSimplifying the ComplicatedSimplifying the Complicated with Lori Bolander and Lauren GallagherSimplifying the Complicated with Lori Bolander and Lauren Gallagher, Episode 1
In this inaugural episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Windus Fernandez Brinkkord, AIF®, CEPA. Windus is Senior Vice President of Wealth Management at Trilogy Financial Services. Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast.
Tune in to the episode to hear about:
* The difference Windus sees in her clients' estate pl...
2024-08-0235 min
Morning Meeting at The FIREhouseTRUST me, you WILLL need this w/ Lori BolanderWhat's up everyone it's Captain Kyle Smith and this week I sat down for a Morning Meeting with estate planning attorney Lori Bolander. Listen in as Lori outlines everything you need to know about how to create an estate plan and why it’s so important for first responders to have something in place.
It’s hard to describe how horrible it is to experience probate until you’ve done it. Don’t wait and run the risk of forcing your loved ones to go through it. It’s extremely time consuming and costly. Trust me, it’s n...
2021-01-1725 min